+7.4%
DASH vs PRU
+48.6%
-41.1%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.0% | -3.7% | -4.1% |
| 7D | -10.6% | +1.9% | -12.4% | -11.5% |
| 30D | +2.2% | +2.7% | -0.6% | +0.5% |
| 3M | +32.3% | +19.5% | +12.8% | +19.1% |
| 6M | +19.1% | +26.6% | -7.5% | +3.5% |
| YTD | -6.5% | +12.3% | -18.9% | -13.1% |
| 1Y | -14.9% | +18.0% | -32.9% | -23.6% |
| 3Y | +151.9% | +47.0% | +104.9% | +85.9% |
| All | +7.4% | +48.6% | -41.1% | -19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded PRU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling